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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST CITIZENS INVESTOR SERVICES Service code 27 100 E TRYON ST · RALEIGH, NC 27603 | Advisory (Plan) | $11,331 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,326 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,386 | $43,133+33.0% | $89,391-35.8% | $73,488-21.9% |
| Participation rate | 35.9% | 55.0%-19.0pp | 68.0%-32.1pp | 70.7%-34.8pp |
| Annual return | 13.27% | 135.66%-122.4pp | 245.62%-232.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $799 | $1,438-44.4% | $2,586-69.1% | $2,270-64.8% |
| Participant deferral / active EE | $2,341 | $2,445-4.2% | $3,890-39.8% | $3,740-37.4% |
| Admin fee / account holder | $363 | $444-18.2% | $4,881-92.6% | $513-29.3% |